Oregon Pacific Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
7,933
+589
+8% +$29.9K 0.38% 70
2025
Q1
$378K Sell
7,344
-69
-0.9% -$3.55K 0.38% 77
2024
Q4
$396K Buy
+7,413
New +$396K 0.39% 71